Lazarus Financial Planning

Lazarus Financial Planning (CRD# 136323) is a financial advisory firm headquartered in , . They manage $22,955,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $266,919
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Lazarus Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer L. Lazarus
CRD#: 4827313
Durham, NC
96
Wealthminder
score

Jennifer Lazarus (CRD# 4827313) is an Investment Advisor Representative working at Lazarus Financial Planning in Durham, NC and has over 12 years of experience in the finance industry. Jennifer Lazarus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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